Job Description
Title Senior Manager - Business Analysis
Department AMP Platform, Research & Sustainability
Location Bengaluru, India
Reports To Associate Director, Business Analyst
Level 6
We are proud to have been helping our clients build better financial futures, for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Asset Management Platform (AMP) Delivery team and feel part of something bigger.
About your team
AMP Delivery is responsible for the design and delivery of all changes in business process and/or technology solutions that support the growth for Fidelity’s Global Investment Solutions & Services business. We partner with Investment Management, Asset Management Operations and Distribution teams across London, Hong Kong, Tokyo, Toronto, Australia, Singapore, and China.
The Research & Sustainability team delivers strategic initiatives that enhance investment decision-making through modern research workflows, investment data platforms, sustainability capabilities, advanced analytics, and AI-powered solutions. We are increasingly leveraging Large Language Models (LLMs), frontier AI models, and agentic workflows to transform how investment professionals discover insights, conduct research, and make investment decisions across Equities, Fixed Income, and Multi-Asset.
About your role
Fidelity is investing in several strategic programmes to transform the way investment professionals discover insights, conduct research, manage portfolios, and deliver superior client outcomes.
As the Senior Manager - Business Analysis within the Research & Sustainability team, you will shape the vision, strategy and delivery of AI-powered products that transform how investment professionals discover insights, conduct research and make investment decisions. Working closely with Portfolio Managers, Research Analysts, Sustainability teams, Architects and Engineers, you will define and deliver next-generation capabilities leveraging Generative AI, agentic workflows and advanced analytics to create measurable business value across global investment teams.
Key Responsibilities
In the role, you will:
- Shape the vision, roadmap and prioritisation of AI-powered products and capabilities supporting Research & Sustainability workflows.
- Partner with Portfolio Managers, Research Analysts, Sustainability teams and senior stakeholders to identify opportunities that improve investment decision-making, research productivity and workflow efficiency.
- Lead the transformation of research and sustainability workflows through Generative AI, agentic workflows, advanced analytics and modern investment data platforms.
- Define and prioritise product requirements, success metrics and business outcomes, ensuring solutions deliver measurable value, user adoption and operational efficiency.
- Collaborate with Product Managers, Architects, Engineers and Data Scientists to design and deliver scalable, secure and reusable AI-enabled solutions.
- Shape future-state operating models and drive the adoption of AI-enabled ways of working across global investment teams.
- Ensure solutions comply with enterprise architecture, data governance, regulatory requirements and Responsible AI standards.
- Evaluate emerging technologies, AI capabilities and external partners to support Fidelity's strategic investment technology agenda.
About you
With a solid background in the analysis, design and implementation of complex investment management technology solutions, you’re the specialist we need. You bring:
- 10+ years' experience delivering technology, product or transformation initiatives within Investment Management, covering Research, Sustainability and Portfolio Management.
- Proven experience owning and delivering complex front-office technology, digital or AI-enabled solutions from discovery through implementation.
- Strong understanding of research, sustainability, portfolio management and investment decision-making workflows with key emphasis on Fixed Income investment products including Corporate Bonds, Government Bonds, Credit, Money Markets and related securities.
- Experience delivering AI-powered solutions, including Large Language Models (LLMs), Retrieval Augmented Generation (RAG), AI assistants, agentic workflows and knowledge discovery platforms.
- Demonstrated product management experience, including product strategy, roadmap development, prioritisation, backlog management and value realisation.
- Strong stakeholder management skills, with the ability to influence senior investment, business and technology leaders across global teams.
- Knowledge of investment data providers and platforms, such as Bloomberg, FactSet, MSCI and Morningstar, as well as similar research ecosystems.
- Excellent communication, problem-solving and collaboration skills, with experience leading cross-functional teams in a global environment.
- Strong commercial acumen, with the ability to define product success measures and demonstrate business value from technology and AI investments.
- Degree-level education; CFA, FRM, CIPM or related professional qualifications would be advantageous.
You'll play a key role in shaping the next generation of investment management capabilities by combining product leadership, investment domain expertise and AI-driven innovation. Working with colleagues across multiple regions and asset classes, you'll help deliver solutions that enable better investment decisions, improve operational efficiency, and create long-term value for our clients.
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
Skills Required
- 10+ years of experience delivering technology, product, or transformation initiatives within investment management.
- Experience covering investment research, sustainability, and portfolio management.
- Experience owning and delivering complex front-office technology, digital, or AI-enabled solutions from discovery through implementation.
- Strong understanding of research, sustainability, portfolio management, and investment decision-making workflows, especially fixed income products.
- Experience delivering AI-powered solutions using LLMs, RAG, AI assistants, agentic workflows, or knowledge discovery platforms.
- Product management experience including product strategy, roadmap development, prioritization, backlog management, and value realization.
- Strong stakeholder management and ability to influence senior investment, business, and technology leaders across global teams.
- Knowledge of investment data providers and platforms such as Bloomberg, FactSet, MSCI, and Morningstar.
- Excellent communication, problem-solving, collaboration, and cross-functional leadership skills.
- Strong commercial acumen and ability to define product success measures and demonstrate business value.
- Degree-level education.
- CFA, FRM, CIPM, or related professional qualification.
Fidelity International Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity International and has not been reviewed or approved by Fidelity International.
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Parental & Family Support — Family leave and carers’ support are emphasized via equalized paid parental leave globally and enhanced maternity/adoption policies. Inclusive provisions also cover carers’ leave and compassionate leave to support diverse family needs.
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Healthcare Strength — Healthcare benefits and private medical insurance are consistently highlighted as part of the core package across locations. Wellbeing resources, including an Employee Assistance Programme and menopause support, reinforce the depth of health coverage.
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Retirement Support — Pension and retirement savings are positioned as a strong element of the total package in multiple markets. Retirement design is frequently cited alongside paid time off and flexibility as part of a solid overall offer.
Fidelity International Insights
What We Do
Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $739.9 billion* in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals. Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures. *Data as of 31 March 2021
